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| Provider | Service type | Compensation |
|---|---|---|
HEALTHCARE STRATEGIES, INC1+ years Service code 13 · EIN 23-2848954 | Contract Administrator | $24,503 |
THE SAVITZ ORGANIZATION1+ years Service code 11 · EIN 23-1700844 | Actuarial | $21,000 |
RBC WEALTH MANAGEMENT1+ years Filed as: RBC WEALTH MANAGMENT Service code 27 · EIN 41-7416630 | Advisory (Plan) | $20,000 |
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: WESTFIELD CAPITAL MANGAGEMENT COMPA Service code 28 · EIN 80-0175963 | Investment Management | $15,438 |
NORTHERN TRUST COMPANY1+ years Service code 19 · EIN 36-1561860 50 S. LASALLE STREET · CHICAGO, IL 60603 | Securities Custodian | $15,000 |
ALAN ROSS & COMPANY, PC1+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT, SUITE 100 · READING, PA 19606 | Accounting | $14,150 |
SAGE ADVISORY SERVICES1+ years Filed as: SAGE ADVISORY SERVICES, LTD CO. Service code 28 · EIN 74-2798841 | Investment Management | $13,671 |
WILLIG, WILLIAMS & DAVIDSON1+ years Filed as: WILLIG, WILLIAMS, & DAVIDSON Service code 29 · EIN 23-2416488 1845 WALNUT ST 24TH FLOOR · PHILADELPHIA, PA 19103 | Legal | $10,272 |
SEI INVESTMENTS1+ years Filed as: COOKE & BIELER, LP Service code 28 · EIN 23-3082822 | Investment Management | $8,618 |
APEX CAPITAL MANAGEMENT1+ years Service code 28 8163 OLD YANKEE RD, SUITE E · DAYTON, OH 45458 | Investment Management | $7,699 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $226,345-100.0% | $192,069-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 20.4%-20.4pp | 13.2%-13.2pp | 48.7%-48.7pp |
| Annual return | -1.28% | -1.22%-0.1pp | -0.79%-0.5pp | -2.16%+0.9pp |
| Employer contribution / active EE | $0 | $33,950-100.0% | $28,419-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $36-100.0% | $37-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,324-100.0% | $12,572-100.0% |